GW
AVGO icon

GW & Wade’s Broadcom AVGO Stock Holding History

GW & Wade’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$46.6M Buy
417,570
+94,830
+29% +$8.98M 1.51% 13
2023
Q3 		$26.8M Sell
322,740
-14,770
-4% -$1.28M 1% 25
2023
Q2 		$29.3M Sell
337,510
-12,040
-3% -$859K 1.06% 22
2023
Q1 		$22.4M Sell
349,550
-670
-0.2% -$40.3K 0.86% 32
2022
Q4 		$19.6M Sell
350,220
-27,040
-7% -$1.36M 0.8% 39
2022
Q3 		$16.8M Buy
377,260
+360,510
+2,152% +$18.4M 0.82% 38
2022
Q2 		$814K Buy
16,750
+840
+5% +$47.1K 0.04% 200
2022
Q1 		$1M Sell
15,910
-460
-3% -$27.3K 0.04% 185
2021
Q4 		$1.09M Hold
16,370
– – 0.05% 184
2021
Q3 		$794K Buy
16,370
+1,060
+7% +$51.5K 0.04% 205
2021
Q2 		$730K Buy
15,310
+2,500
+20% +$116K 0.04% 209
2021
Q1 		$594K Buy
12,810
+3,820
+42% +$177K 0.03% 200
2020
Q4 		$393K Buy
8,990
+1,140
+15% +$44.4K 0.02% 214
2020
Q3 		$286K Buy
+7,850
New +$263K 0.02% 199
2020
Q1 		– Sell
-11,400
Closed -$360K – 221
2019
Q4 		$360K Buy
+11,400
New +$346K 0.03% 177
2018
Q2 		– Sell
-16,740
Closed -$394K – 243
2018
Q1 		$394K Buy
16,740
+80
+0.5% +$2.01K 0.05% 161
2017
Q4 		$428K Sell
16,660
-3,120
-16% -$81.1K 0.05% 147
2017
Q3 		$480K Buy
+19,780
New +$489K 0.06% 140

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GW & Wade's AVGO Position: Q4 2023 in Review

GW & Wade increased its Broadcom (AVGO) stake by 29% in Q4 2023, buying an estimated $8.98M and bringing the position to 417,570 shares worth $46.6M. The position accounts for 1.51% of the portfolio, ranked #13.

GW & Wade first reported a position in AVGO in Q3 2017 and has held it in 18 quarters since. 2,873 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

  • GW & Wade held 417,570 shares of Broadcom worth $46.6M as of Q4 2023.
  • GW & Wade bought 94,830 Broadcom shares in Q4 2023, an estimated $8.98M.
  • Broadcom made up 1.51% of GW & Wade's portfolio in Q4 2023, its #13 holding.
  • GW & Wade first reported a position in Broadcom in Q3 2017 and has held it in 18 quarters since.
  • 2,873 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.